Thank you for taking 10-20 minutes to complete the following questionnaire. This will provide insight into your personal position to helps us assist you meet your goals and objectives. Please fill in as much information as possible so that we can optimise our time together working on your future.
Client 1 - What is important to you about your Superannuation? 1 = not at all important | 10 = very important
Client 2 - What is important to you about your Superannuation? 1 = not at all important | 10 = very important
What is important to you about your Superannuation? - 1 = not at all important | 10 = very important
Please ensure you complete the 'compulsory fields' and answer all the questions before submitting your information.
Insight Financial Partners ABN: 73 101 279 663 is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.
(c) Copyright 2019 Insight Financial Partners Pty Ltd T/A Insight Wealth Perth